Hello m'Managerians !
What do you think m'Manager 2.0 should be ? What features SHOULD or MUST be implemented right now !
Proforma option and merging multiple proformas into an invoice
Hello,
I will like to have, apart Invoices and Quotes, a new option called Pro formas, since people sometimes request you a Pro forma instead of a Invoice just to ask you later to include all the pro formas into a single invoice. (Pro forma invoices are commonly used as preliminary invoices with a quotation, or for customs purposes in importation. They differ from a normal invoice in not being a demand or request for payment.)
So, I will like to have the possibility to create various pro formas just like invoices (that section can be duplicated and renamed Pro formas).
And then, when my client asks me to generate an invoice, to be able to select all or some of his pro formas and merge/convert them into a single invoice (and automatically delete those pro formas or just mark them as invoiced).
The format of the fields of the generated invoice would be nice if will be like
--- Pro forma XXXXX --- DATE
Product or service Price
--- Pro forma YYYYY --- DATE
Product or service Price
.... and so on
Is that possible my friend?
Thank you.
Kind regards,
Laszlo
Comments
This is a nice feature. I will implement ASAP.
Thanks for this request !
Eric
Thank you too. Also don't forget to make them visible for clients in their dashboard
Coffees coming soon